CREDENTIALED WEALTH ADVISORS, LLC

JOHNSTOWN, Colorado·4 registered advisors·CRD# 312517
SEC# 801-1203551719-309-0059
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CREDENTIALED WEALTH ADVISORS, LLC

4 registered advisors
Joseph Gebhart
COLORADO SPRINGS, Colorado
Julian Briscoe Heron
JOHNSTOWN, Colorado
Robert Clinton Chedester
COLORADO SPRINGS, Colorado
Roy Adam Hucke
JOHNSTOWN, Colorado
05

Office Locations

COLORADO SPRINGS, Colorado
2 advisors
JOHNSTOWN, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. CREDENTIALED WEALTH ADVISORS, LLC (CRD# 312517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.